How to calculate "this month's expense" number from transactions tab

Hi, I am trying to calculate a running “this month’s expense” value based on my transactions sheet. Ideally, the number would reset on the 1st of each month. Does anyone know how to do this?

@hbwilliams22, I’m curious why you want to build this custom instead of just reviewing the Monthly Budget dashboard. It has a rollup running expense value that updates as you categorize and when you switch months it starts over.

Hi Heather, I’m attempting to create a “mobile friendly” tab for viewing on my iPhone.

Also, I do not use the “Monthly Budget” dashboard as of right now because I do not define monthly budgets per individual category. Is there a way for me to define a total monthly budget number vs. assigning a budget to each category?